Gilda Gallardo, financial advisor Boca Raton FL

Gilda Gallardo

CRD Number: 5367910
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gilda Gallardo (CRD# 5367910) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 15 years of experience in the finance industry.

Similar Advisors
Christopher Conness, financial advisor Boca Raton FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Guy Abbanat, financial advisor Boca Raton FL
Guy J. Abbanat
CRD# 1235698
World Equity Group, Inc.
Similar Advisors
Alex Abbenante, financial advisor Boca Raton FL
Alex R. Abbenante
CRD# 6480437
Equitable Advisors, LLC
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton, FL Mar 2017 - Current 7
Morgan Stanley Aventura, FL May 2016 - Mar 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach, FL Apr 2011 - May 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Gilda G. Gallardo
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.